Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$216K Sell
2025
Q2
$313K Sell
2025
Q1
$351K Buy
2024
Q4
$390K Sell
2024
Q3
$474K Buy
2024
Q2
$423K Buy
2024
Q1
$377K Buy
2023
Q4
$428K Buy